July 12, 2026
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-9650 |
|
Added support for the Xerox device integration. See Xerox device integration for more information. |
| BMB-10245 |
|
Fixed an issue that caused adaptive extraction to fail in workflows when a tenant was not in the default region. |
| BMB-10269 |
|
Updated the password expiry warning message for the German browser language. |
| BMB-10488 |
|
Updated default user settings to avoid tenants being locked out when SSO is enabled and not configured correctly. |
May 17, 2026
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-9660 |
|
Added a Failure Folder in the Importer settings for IMAP and Office 365 Importers. |
| BMB-10315 |
|
The download action is now a top-level button on the Toolbar. |
April 12, 2026
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-8996 |
|
Added support for the Xerox device integration. |
| BMB-9736 |
|
FTP connections are now validated when configuring the FTP workflow stencil rather than when a job is processed through the stencil. |
| BMB-9958 |
|
Fixed an issue where social security number PII detection only worked if the social security number had dashes. |
| BMB-10019 |
|
Fax and email importers will now retry on connection or authorization errors and be disabled for other types of errors. |
| BMB-10034 |
|
Added an 'Include Email Body' check box in the configuration for email importers and the Microsoft Office 365 importer. When selected, the body of the body of the email to be processed. |
February 22, 2026
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-8429 |
|
Added an 'Opacity' option to the Options tab in the Document Stamp stencil. This option allows you to specify whether the stamp is opaque or transparent when it is applied. |
| BMB-9380 |
|
Added a 'Merge attachments' check box in the configuration for email importers and the Microsoft Office 365 importer. When selected, multiple attachments will be converted into a single PDF before entering the workflow. |
| BMB-9415 |
|
CloudFAX Integration: Fixed an issue that caused an error to occur when exporting a large number of outbound faxes. |
| BMB-9458 |
|
CloudFAX Integration: Added support for downloading extremely large faxes (1000+ pages). |
| BMB-9670 |
|
Added support for line items in the Adaptive Extraction workflow stencil. Note: The machine AI learning model has a practical output limit of around 2,500 words after system overhead. If results from a document exceed this size, line items appearing after the limit will be truncated and excluded from the return. |
December 14, 2025
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-8295 |
|
Fixed an issue where an error was displayed but the user was created anyway when a user was added with the same email address as an already existing user. |
| BMB-9379 |
|
Added support for HEIC files in workflows. |
| BMB-9497 |
|
Implemented a mechanism to prevent timeouts for long-running tasks. |
| BMB-9563 |
|
Fixed an issue where a password reset for a user logging in with an expired password was not working as expected. |
| BMB-9615 |
|
CloudFAX Integration: Fixed an issue that caused an error to occur when exporting a large number of inbound faxes. |
| BMB-9662 |
|
Emails and documents are always retained when a failure occurs during import. |
| BMB-9685 |
|
Fixed a certificate related issue where certain SAML and SSO users would get a 500 error when logging in. |
| BMB-9690 |
|
Enhanced the work items export process to handle a very large number of work items. |
| BMB-9694 |
|
CloudFAX Integration: Fixed an issue where Fax User Properties were blank for users with usernames that ended in ".CS". |
| BMB-9760 |
|
CloudFAX Integration: Fixed an issue where column values were incorrect in the exported file when a fax message was exported with specified columns in CSV/XML format. |
October 19, 2025
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-7360 |
|
CloudFAX Integration: Fixed an issue where users were unable to view and download a large fax in some cases. |
| BMB-9080 |
|
Updated the password reset message to a more generic and secure message. |
| BMB-9247 |
|
An error is now displayed when an importer is configured with the same username as an already existing importer. |
| BMB-9456 |
|
Improvements to UI performance. |
| BMB-9527 |
|
The Extraction Pro workflow stencil has been renamed to Multi-Table Extraction. |
| BMB-9528 |
|
The Classifier workflow stencil has been renamed to Advanced Classifier. |
| BMB-9529 |
|
The OCR+ workflow stencil has been renamed to ICR. |
| BMB-9531 |
|
Added an Adaptive Extraction workflow stencil which is used to automatically extract information from documents using a machine learning AI model and your Data Dictionary. See Adaptive Extraction stencil for more information. |
| BMB-9532 |
|
The Data Extraction workflow stencil has been renamed to Key Pair Extraction. |
August 17, 2025
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-8423 |
|
Document Stamp workflow stencil: When adding an image, the selected image is now displayed in Document Stamp Properties. |
| BMB-8426 |
|
Document Stamp workflow stencil: Added a Scale (% of original) setting when applying a stamp. The size of the applied stamp is based on this setting. |
| BMB-8428 |
|
Document Stamp workflow stencil: Rotation of an object now occurs relative to the object's center point. |
| BMB-8645 |
|
CloudFAX Integration: Font type and size are now retained when copying information into the Send Fax - Message box or Template body. Font type and size are not changed when highlighting copied content. |
| BMB-8768 |
|
CloudFAX Integration: Added icons to differentiate between private and shared contact lists in Send Fax. |
| BMB-8935 |
|
CloudFAX Integration: Fixed an issue where notifications were not sent when ownership was transferred and the Send message to user check box was selected. This option has been removed and notifications are automatically sent to the user. |
| BMB-9133 |
|
Document Stamp workflow stencil: The Barcode Value field now supports data field substitution. |
May 18, 2025
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-8023 |
|
Font names are no longer translated when the browser language is set to Japanese. |
| BMB-8024 |
|
Currency values extracted using the Invoice or Data Extraction workflow stencils have been updated to support EU numerical separators. |
| BMB-8164 |
|
CloudFAX Integration: Added the ability to share multiple faxes and the option to send a message to sharee(s). |
| BMB-8375 |
|
CloudFAX Integration: Added the ability to select columns when exporting faxes. |
| BMB-8644 |
|
CloudFAX Integration: Fixed an issue where notifications were not sent when transferring ownership of a fax and the "Send message to user" box was not selected. |
| BMB-8661 |
|
Added support for documents with more than 20 pages when using the Translate Document workflow stencil. |
| BMB-8694 |
|
CloudFAX Integration: Fixed an issue where the vertical bars used to resize the thumbnail view and the Fax Preview Window were not working as expected. |
| BMB-8720 |
|
Expression fields that are configured as data fields are now calculated before the job moves from an Invoice Extraction, Data Extraction, or Extraction Pro workflow step. |
| BMB-8723 |
|
Updated Invoice and Data Extraction workflow stencils to properly detect the key pair when using a Regex to determine the key pair name. |
April 6, 2025
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-7083 |
|
CloudFAX Integration: Added a tooltip for the document name in the Fax Preview Window and the Document Viewer that displays the entire document name. |
| BMB-7670 |
|
Added an OCR+ workflow stencil with advanced functionality that allows you to convert handwritten text into machine-readable text. See ICR stencil for more information. |
| BMB-7883 |
|
Added a Document Stamp workflow which allows you to apply a stamp to a document as part of the workflow. See Document Stamp stencil for more information. |
| BMB-8048 |
|
Added an Extraction Pro workflow stencil with advanced functionality that allows you to extract line items from multiple tables on a single document. See Multi-Table Extraction stencil for more information. |
February 9, 2025
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-7992 |
|
Line item rows in the Invoice Extraction workflow stencil can now be mapped to fields on a document other than those that exist in the extracted data for the row. |
January 5, 2025
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-6320 |
|
CloudFAX Integration: The Recipients field is autofocused after discarding changes made on the Send Fax page. |
| BMB-7808 |
|
Journal entries are now available for workflow items created by the Separation step. |
| BMB-7809 |
|
Journal entries are now available for workflow items created by a Classify and Extract step. |
| BMB-7810 |
|
Journal entries are now available for workflow items created by a Learned Automation step. |
November 17, 2024
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-7566 |
|
CloudFAX Integration: The Inbound Faxes page now defaults to show faxes for the logged in user. |
| BMB-7600 |
|
Improved the header names and added training status colors on the Manage Training page for the Classifier workflow stencil. |
| BMB-7660 |
|
Added a Rename Document workflow stencil, which allows you to change the name of a document via the workflow. See Rename Document stencil for more information. |
October 13, 2024
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-4322 |
|
After 3 failed login attempts, users are now blocked and will have to reset their password. |
| BMB-5714 |
|
Added a Classifier workflow stencil, which automatically splits and classifies documents using a machine learning AI model. See Advanced Classifier stencil for more information. |
| BMB-6895 |
|
Increased the font size in the HP Workpath App for devices with a 10.1" screen. |
| BMB-6898 |
|
CloudFAX Integration: Added a Recipient Phone Number substitution variable to the Message box when sending a fax. |
| BMB-7070 |
|
Fixed an issue that allowed users to enter line item data field values while the Line Item Panel was still loading. |
| BMB-7244 |
|
CloudFAX Integration: Added an Insert Phone substitution marker to the Message box when sending a fax. |
| BMB-7342 |
|
Line item type data fields are not supported when exporting data fields from an export stencil in CSV format. |
| BMB-7440 |
|
Added a Duplicate workflow stencil, which allows you to create an exact copy of a document, including data fields, that will continue through the workflow on a different path than the original document. See Duplicate stencil for more information. |
August 18, 2024
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-6846 BMB-6847 BMB-6848 BMB-6850 BMB-6851 |
|
Added an Export Data Fields tab to the AWS S3, FTP, SharePoint Online, Email, and FileBound export stencil configuration to allow an export of a file containing metadata. See Export stencils for more information. |
| BMB-7279 |
|
Added an Attachment Filter option for IMap, POP3, and Office 365 importer configurations, which allows you to specify which file types are imported. |
| BMB-7280 |
|
CloudFAX Integration: Fixed an issue where the list of users in the Inbound Faxes - Properties - Sharing tab was not loading where there was a large number of users. |
July 14, 2024
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-5712 |
|
Added a Translate Document workflow stencil to translate a document from one language to another using machine translation . See Translate Document stencil for more information. |
| BMB-5713 |
|
Added a Detect PII workflow stencil to identify and redact sensitive information on a document using a machine learning AI model. See Detect PII stencil for more information. |
| BMB-5715 |
|
Added an Invoice Extraction workflow stencil to automatically extract information from invoice type documents using a machine learning AI model. See Invoice Extraction stencil for more information. |
| BMB-5718 |
|
Added a Detect Signature workflow stencil to determine if a signature exists on a document using a machine learning AI model. See Detect Signature stencil for more information. |
| BMB-6185 |
|
Added a Summarize workflow stencil to develop a summary of a document and map the result to a data field using generative AI. See Summarize stencil for more information. |
| BMB-6188 |
|
Added an Extract Keywords workflow stencil to identify and extract the most important words or phrases from a document using generative AI. See Extract Keywords stencil for more information. |
| BMB-6414 |
|
Added a Simple Classifier workflow stencil to categorize documents based on the document content using a machine learning AI model. See Simple Classifier stencil for more information. |
| BMB-6482 |
|
Added an Add Template workflow stencil to insert a "template" in .docx, .doc, or .rtf format into a document while it is being processed by the workflow. See Add Template stencil for more information. |
| BMB-6637 |
|
CloudFAX Integration: Fixed an issue where if the Firefox action for PDF content was set to anything other than "Open in Firefox," it prompted to download the file when printing from the Inbound Faxes page. |
| BMB-6672 |
|
Added a Data Extraction stencil to automatically extract information from documents using a machine AI learning model . See Key Pair Extraction stencil for more information. |
| BMB-6767 |
|
An "Include Document" option has been added to Email Stencil properties. This option allows you to choose whether to attach the document to the email or not. See Email stencil for more information. |
| BMB-6768 |
|
CloudFAX Integration: The gray color for closed state users has been updated to a lighter color in the User drop-down list on the Inbound and Outbound faxes pages. |
| BMB-6973 |
|
CloudFAX Integration: Fixed an issue where faxes were not marked as read on the Faxes widget. |
May 19, 2024
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-4602 |
|
CloudFAX Integration: Added the ability to edit a document name from the toolbar in the Fax Preview Window. |
| BMB-5268 |
|
Users are now directly logged into the application once their password has been reset successfully. |
| BMB-6303 |
|
Fixed an issue where users were unable to login using Shibboleth SAML SSO. |
| BMB-6495 |
|
CloudFAX Integration: Added an action toolbar to the Faxes widget. |
| BMB-6633 |
|
Added a new "Large Text" data field type. See Data Dictionary for more information. |
| BMB-6640 |
|
CloudFAX Integration: Fixed an issue where "Mark as Read" was not working in the Faxes widget. |
April 14, 2024
| Reference Number | Type | Summary |
|---|---|---|
| BMB-6400 |
|
CloudFAX Integration: Fixed an issue where changes to folder column preferences were reverted when the browser language was changed to a different language. |
| BMB-6405 |
|
CloudFAX Integration: Closed users are now grayed out when filtering inbound faxes and outbound faxes by user. |
| BMB-6436 |
|
CloudFAX Integration: The date and time for Inbound Faxes, Outbound Faxes, and in exported CSV files is now displayed in the user’s timezone. |
| BMB-6446 |
|
CloudFAX Integration: Added User Current Date and User Current Time substitution variables, which will display in the user's local timezone. |
| BMB-6496 |
|
Tabbed widgets now remember which tab was selected when they are reloaded. |
| BMB-6558 |
|
CloudFAX Integration: Added User Full Name to the list of substitution variables available in Send Fax. |
| BMB-6602 |
|
The Navigation Menu is now expanded by default. It can be collapsed by clicking the Collapse Navigation Pane icon or the Collapse Navigation Pane arrow. |
February 11, 2024
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-2161 |
|
Added the ability to export work items in CSV or XML format. |
| BMB-6066 |
|
Added a Microsoft Office 365 importer. See Configure a Microsoft Office 365 importer for more information. |
October 29, 2023
| Reference Number | Type | Summary |
|---|---|---|
| BMB-5428 |
|
CloudFAX integration: Users can now search for and select recipients from contact lists when addressing a fax in Send Fax. |
| BMB-5564 |
|
CloudFAX integration: Renamed the Status column to Status Text and added a Status Column which displays the status code in files exported from the Outbound Faxes page. |
September 24, 2023
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-5332 |
|
Added the %@sectionindex% substitution variable to allow pages that have been split by the separation stencil to be identified. |
| BMB-5643 |
|
Fixed an issue where entering a negative number in a numeric field yielded a NaN field value. |
August 6, 2023
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-4875 |
|
CloudFAX integration: Reordered the default column order on the Outbound Faxes page and the Faxes widget. |
July 2, 2023
| Reference Number | Type | Summary |
|---|---|---|
| BMB-4265 |
|
Fixed an issue where IP restrictions weren't working as expected with the CloudFAX integration. |
| BMB-4343 |
|
CloudFAX Integration: Updated the name of the Total column to 'Cost Per Units' and added Username, Contact Name, and Units columns on the Outbound Faxes Export. |
May 21, 2023
| Reference Number |
Type | Description |
|---|---|---|
| BMB-4873 |
|
CloudFAX Integration: Added Contact Name, Cost per unit, and Units as column options on the Outbound Faxes page. |
| BMB-5147 |
|
Fixed an issue where only English was displayed when OCR was configured for multiple languages. |
April 23, 2023
| Reference Number | Type | Description |
|---|---|---|
| BMB-1451 |
|
Added the ability to view user permissions from the Workflows page. See Workflows for more information. |
| BMB-4290 |
|
CloudFAX Integration: Added the ability to print multiple inbound faxes. |
| BMB-4610 |
|
Fixed an issue where lookup data fields were not automatically populated. |
| BMB-4649 |
|
Fixed an issue where valid date data fields became invalid after moving between documents. |
| BMB-4651 |
|
CloudFAX integration: Fixed an issue where the Fax Number and Contact Name fields were being combined on the Broadcast Details page. |
| BMB-4782 |
|
Fixed an issue that caused classify and extract and learned automation workflow errors in some cases. |
| BMB-4872 |
|
CloudFAX Integration: The default option in the Open Files dialog box when adding files to a fax in Send Fax is now All Files(*.*). |
| BMB-4993 |
|
CloudFAX Integration: The Document Name field is now displayed in inbound fax details. |
| BMB-5128 |
|
Fixed an issue where line items disappeared from the Line Item Panel. |
March 19, 2023
| Reference Number | Type | Description |
|---|---|---|
| BMB-4505 |
|
CloudFAX Integration: Added the ability to export outbound faxes in XML format. |
| BMB-4601 |
|
CloudFAX Integration: Added a Document Name column in the Inbox. |
| BMB-4607 |
|
CloudFAX Integration: Added the ability to download outbound faxes in PNG and PDF formats. |
| BMB-4639 |
|
Added an 'Allow Timeout' setting on the Advanced tab of User Action workflow stencils. See User Action stencil for more information. |
January 29, 2023
| Reference Number | Type | Description |
|---|---|---|
| BMB-4126 |
|
Added a button in the header that allows users to share feedback with our team. |
| BMB-4240 |
|
Added a new data field validation type that works against a data source. See Data Dictionary for more information. |
| BMB-4241 |
|
Added a new lookup data field type that performs a lookup against a data source. See Configure a lookup data field for more information. |
| BMB-4287 |
|
Added a button in the header that allows users to see what's new in the product. |
January 01, 2023
| Reference Number | Type | Description |
|---|---|---|
| BMB-2551 |
|
Added a Display as list option to lookup type data field configuration. When this option is selected, lookup values will display in list view. |
| BMB-4063 |
|
An "Executing action..." message now displays when scanning in a large number of documents. |
| BMB-4173 |
|
Added support for iManage. |
| BMB-4178 |
|
Fixed an issue that caused an error to occur when exporting documents to FileBound before the last data field was validated. |
| BMB-4196 |
|
Fixed an issue that caused an error to occur when opening Work Items. |
| BMB-4363 |
|
Fixed an issue that caused line item values to disappear. |
| BMB-4584 |
|
CloudFAX Integration: Fixed an issue where the ‘Enter Fax Number’ placeholder text was cut off in Send Fax when the browser language was set to German. |
| Reference Number | Type | Description |
|---|---|---|
| BMB-1982 |
|
HP Workpath App: Added the ability to print documents from MyFiles. |
| BMB-3030 |
|
Updated Mobile Capture libraries to latest release. |
| BMB-3122 |
|
Added new machine learning driven document classification and data extraction features to the product called Learned Automation. An advanced license is required. See Learned automation for more information. |
| BMB-3178 |
|
Settings: Data Dictionary can now be filtered by which workflow the field was referenced in. |
| BMB-3318 |
|
An Administrator will now have to accept Terms of Service in order to use the product. |
| BMB-3409 |
|
Data Dictionary fields actively used in Learned Automation stencils cannot be deleted. |
| Reference Number | Type | Description |
|---|---|---|
| BMB-1982 |
|
HP Workpath App: Added the ability to print documents from MyFiles. |
| BMB-3030 |
|
Updated Mobile Capture libraries to latest release. |
| BMB-3122 |
|
Added new machine learning driven document classification and data extraction features to the product called Learned Automation. An advanced license is required. See Learned automation for more information. |
| BMB-3178 |
|
Settings: Data Dictionary can now be filtered by which workflow the field was referenced in. |
| BMB-3318 |
|
An Administrator will now have to accept Terms of Service in order to use the product. |
| BMB-3409 |
|
Data Dictionary fields actively used in Learned Automation stencils cannot be deleted. |
| Reference Number | Type | Description |
|---|---|---|
| BMB-1523 |
|
Settings: Users can now be filtered by Name or Email. |
| BMB-2335 |
|
Added support for Annotations in the Document Preview Window. See Annotations for more information. |
| BMB-3116 |
|
Settings: Data Dictionary can now be filtered by Name or Display Name. |
| BMB-3117 |
|
Settings: Data Dictionary can now be filtered by Data Field Type. |
| BMB-3118 |
|
Settings: Workflows can now be filtered by Name. |
| Reference Number | Type | Description |
|---|---|---|
| BMB-3040 |
|
Added a Set Data Fields workflow stencil which updates data field values as part of the workflow. See Set Data Fields stencil for more information. |
| BMB-2673 |
|
CloudFAX integration - Added a date filter for inbound faxes. |
| BMB-2719 |
|
Users that are assigned to a role with the Receive Subscription Usage Notification permission will now receive a notification email when their tenant page usage exceeds 50%, 80%, and 90% of the available page count. |
| BMB-2794 |
|
Improved the processing speed of barcode extraction stencil in workflow processing. |
| BMB-2944 |
|
The help button now provides a single point of access for self-service and customer support directly within Intelligent Capture. |
| BMB-2952 |
|
Add a Generate QR Code for mobile scanning button that allows users to scan a QR code with their mobile device in order to quickly access the mobile application for document scanning. |
| BMB-2974 |
|
Added data field validation for date type data fields. |
| BMB-2762 |
|
Added an Allow users to unselect this field (set to blank) check box to the list type data field configuration. When selected, a blank option will be included in the selection list. |
| BMB-2784 |
|
CloudFAX integration - Improved the error message that is displayed in Send Fax when an attached file type is not supported. |
| BMB-2674 |
|
The user interface for grid filtering now includes labels and a search button. |
| BMB-2729 |
|
CloudFAX integration - Users can now export items from Inbound Faxes. |
| BMB-2731 |
|
CloudFAX integration - Added a Notification Email option to the Options tab in Send Fax. |
| BMB-2789 |
|
Fixed an issue where users were prompted with a message that contained two Cancel buttons when canceling a Work Item. |
| BMB-2796 |
|
CloudFAX integration - Send Fax now loads with the cursor in the Recipients box. |
| BMB-2294 |
|
Added search filters for Serial Number, Name, and Tag on the Devices page . |
| BMB-2683 |
|
Administrators can now enable/disable importers. |
| BMB-2684 |
|
Last Failure, Last Failure Error, Last Success, Total Processing Failures, Total Documents Imported, and Current Status columns have been added for importers. |
| BMB-2685 |
|
If an importer has failed more than 10 times consecutively, the importer will now be disabled. |
| BMB-2688 |
|
Line Item totaling is now supported in the Line Items Panel. |
| BMB-2294 |
|
Added search filters for Serial Number, Name, and Tag on the Devices page . |
| BMB-2683 |
|
Administrators can now enable/disable importers. |
| BMB-2684 |
|
Last Failure, Last Failure Error, Last Success, Total Processing Failures, Total Documents Imported, and Current Status columns have been added for importers. |
| BMB-2685 |
|
If an importer has failed more than 10 times consecutively, the importer will now be disabled. |
| BMB-2688 |
|
Line Item totaling is now supported in the Line Items Panel. |
| BMB-2602 |
|
Updated the user interface for the HP Workpath App. |
| BMB-2628 |
|
Added limited support for a Cascading Options data field type which allows the configuration of selection dependent drop-down menus. See Configure a cascading options data field for more information. |
| BMB-471 |
|
Added more information about the substitution options that are available for individual fields inside the Administration menus. |
| BMB-1090 |
|
Field information that was identified during the classify and extract process is now re-located correctly after documents pages are added, moved, or deleted. |
| BMB-2249 |
|
Added the ability to print documents from OneDrive in the HP Workpath App. |
| BMB-2317 |
|
Added the ability to sign in to the HP Workpath App using a regular username and password form. |
| BMB-2482 |
|
Added the ability to scan documents to MyFiles. See MyFiles for more information. |
| BMB-2500 |
|
Added the ability to specify a document name when scanning. |
| BMB-2515 |
|
Added the ability to use a web camera to capture documents. See Capture documents for more information. |
| BMB-2516 |
|
Updated the HP Workpath App UI to reflect global Upland Software design requirements. |
| BMB-2519 |
|
Made a number of minor changes to the list field type to improve the user experience. |
| BMB-2638 |
|
Added a Required (Not Blank) validation option for data fields. |
| BMB-2337 |
|
Added support for exporting documents to FTP. See FTP stencil for more information. |
| BMB-2486 |
|
Added a new data field substitution value: FileBoundDeliveryID. This is a unique identifier for a document and can be used to link document metadata with line item metadata. |
| BMB-2505 |
|
Increased the expiration time of the reset password link in new user welcome messages to 24 hours. |
| BMB-2166 |
|
Added the ability to search Work Items using data fields and reference data. |
| BMB-2279 |
|
Added the ability to prompt users for configured fields in the HP Workpath App. |
| BMB-2336 |
|
Added support for exporting documents to Amazon S3. See AWS S3 stencil for more information. |
| BMB-2397
BMB-2398
BMB-2399 BMB-2400 |
|
Added a fax preview window in the InterFAX integration. |
| BMB-2424 |
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Added a visual indicator to data fields that support data field substitution. See Data field substitution for more information. |
| BMB-2485 |
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Added support for routing sheet creation from the OneDrive widget. See Generate a routing sheet for more information. |
| BMB-2501 |
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Added Project Name, Route, Step, and Due Date to the detailed information in the FileBound Assigned Items widget. |
| BMB-2502 |
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Added the ability to select the OCR language for the OCR workflow stencil. See OCR stencil for more information. |
| BMB-1215 |
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The same field focus is now maintained when switching from document grid view to tree view. |
| BMB-1302 BMB-2386 BMB-2388 |
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Added a formatting configuration to text type data fields. Rules can be created to automatically apply specific formatting to field values when they meet specified conditions. See Add formatting to a text field for more information. |
| BMB-2226 |
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Added a Mobile allow select from Photos role permission which allows control of whether users can upload documents from the camera roll in Mobile Capture. See Permissions for more information. |
| BMB-2261 |
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Improved the visual design of the OneDrive widget. |
| BMB-2262 |
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Added the ability to right-click in the File Tree to open the Actions menu. |
| BMB-2264 |
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Updated the Convert Document(s) window so file formats appear in three columns. |
| BMB-2266 |
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Added the ability to copy from the InterFAX integration to MyFiles. |
| BMB-2267 |
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Added the ability to copy from the FileBound integration to MyFiles. |
| BMB-2274 |
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Added a Set as default option for Mobile Capture filters. |
| BMB-2323 |
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Added better handling for duplicate document names when copying documents to OneDrive. |
| BMB-2396 |
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Updated the Intelligent Capture logo in the header. |
| BMB-2282 |
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Added Capture User Interface for HP WorkPath. Availability is subject to publication in the HP WorkPath Portal. |
| BMB-2286 |
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When adding a new widget to the home screen, the cursor will start in the search widget box. |
| BMB-2217 |
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Added options to Convert Document Type and Submit to Workflow to My Files and Home Screen Widgets. See My Files for more information. |
| BMB-2268 |
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Added role permissions to allow users to convert document types. See Permissions for more information. |
| BMB-2263 |
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Improved the work items details interface to create distinct information tabs for Details, Fields, and the Journal. |
| BMB-2265 |
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Added Microsoft OneDrive integration. Users can now copy documents and work items to Microsoft OneDrive folders. See Integrations for more information. |
| BMB-2316 |
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Added the ability to convert OneDrive documents and automatically copy the new format back to OneDrive. See Integrations for more information. |
| BMB-2112 |
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Added support for exporting from a workflow to NetDocuments. See NetDocuments stencil for more information. |
| BMB-2160 |
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Added an 'Only display documents submitted by the logged in user' option to the User Action Stencil. When selected, users will only see documents in the step that they have added to Intelligent Capture. See User Action stencil for more information. |
| BMB-2162 |
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Work Items can now be filtered by any defined data field. |
| BMB-2165 |
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Export Stencil Failure response messages can now be saved to a data field. See View export stencil failure messages for more information. |
| BMB-2179 |
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Documentation has been updated to include the REST API endpoint information for the Export to API stencil. See API stencil for more information. |
| BMB-2198 |
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Simplified the UI for session expiration warnings. |
| BMB-2207 |
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Added an option to change the Document Name in the workflow Email export stencil. See Email stencil for more information. |
| BMB-858 |
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Administrators can now cancel in-process work items from Work Items. See Work Items for more information. |
| BMB-1832 |
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Fixed an issue with localization of date/time fields that sometimes caused dates to be displayed a day ahead or behind. |
| BMB-1923 |
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Added Home screen Widget, Documents Processed By User and Workflow, which gives process managers the ability to track how many items were completed by each user in each workflow. See Widgets for more information. |
| BMB-1924 |
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Added Home screen Widget, Documents Processed by Workflow Step, which gives process managers the ability to track how many items were completed for each step of a workflow. See Widgets for more information. |
| BMB-1925 |
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Added Home screen Widget, Documents Processed by Workflow, which gives process managers the ability to track how many total items were processed in a workflow. See Widgets for more information. |
| BMB-1986 |
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Added a 'Clear' filter to Mobile Capture which removes the background of a captured document, but retains color where appropriate. |
| BMB-1987 |
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Added a 'Remove shadows' filter to Intelligent Capture which removes any shadows cast on a captured document. |
| BMB-2040 |
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Improved the UI experience for cases when a user does not have sufficient role permissions to login to Intelligent Capture. |
| BMB-2042 |
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Removed the Password option from the Profile Menu for users that log in via SSO. |
| BMB-2090 |
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The original document name is now used when resubmitting to a workflow or sending to fax from Work Items. |
| BMB-2111 |
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Added a Barcodes stencil to support barcode data extraction. See Barcodes stencil for more information. |
| BMB-2163 |
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Columns can be added to Work Items for any defined data field. |
| BMB-2164 |
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Split the Done concept in workflows into Succeeded and Failed. Existing customer workflows will not be updated, but any Done steps will be displayed as Succeeded. Users are able to filter on this status in Work Items. |
| BMB-1712 |
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Added an Expression field type to the Data Dictionary. |
| BMB-1857 |
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Added additional settings for scan formatting in Mobile Capture. |
| BMB-1906 |
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Added support for single sign-on. |
| BMB-1975 |
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Added new Export to API export stencil, which allows a desktop agent to download documents from a specified workflow step. |
| BMB-1985 |
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Added an option to apply image processing selection to all pages in Mobile Capture. |
| BMB-1993 |
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Added automatic user lockout after six consecutive failed login attempts. |
| BMB-2002 |
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Updated the UI to reflect global Upland Software design requirements. |
| BMB-2063 |
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Reduced the auto-zoom on forms extraction found fields by 50% so that information in the surrounding area of the document can be viewed more easily. |
| BMB-1749 |
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Updated the Tenant 12 Month Page Count dashboard widget to a gauge chart that displays the total number of pages processed vs. the total page count available. |
| BMB-1843 |
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The same user can now have access to multiple tenants and will be prompted to select which tenant to sign in to. |
| BMB-1853 |
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Added the ability to expand the Navigation Menu to show both icons and menu item descriptions. |
| BMB-1920 |
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Submit to workflow actions will now prompt for data fields if prompts are configured in the Start stencil. |
| BMB-1934 |
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| BMB-1654 |
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Added the ability to index documents in Mobile Capture. |
| BMB-1679 |
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Added the ability to include custom tooltips for alerts configured on User Action stencils. |
| BMB-1730 |
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Added the ability to access document properties from the Document Panel. |
| BMB-1795 |
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Added support for AccuRoute mobile scanning. |
| BMB-1836 |
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| BMB-500 |
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Added the ability to select multiple documents in the Document Panel by holding down the CTRL key. |
| BMB-1322 |
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Added the ability to handle concurrency where multiple users are members of the same step. |
| BMB-1602 |
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Added support for importing .doc, .docx, .xls, .xlsx, .ppt, .pptx, .txt, .rtf, .jpg, .jpeg, .gif, .png, and .bmp file types. |
| BMB-1607 |
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Added DOC (OCR Text), DOCX (OCR Text), JPG (Image, Single Page), PDF/A, PDF/A (Image+OCR Text), PDF/A (OCR Text), RTF (OCR Text), TIFF, TXT (OCR Text), XLS (OCR Text), and XLSX (OCR Text) delivery formats to the Email and SharePoint Online workflow stencils. |
| BMB-1613 |
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Added an Alerts tab to User Action workflow stencils where thresholds can be set. Work Items and widgets on the Home Page reflect coloring according to the set thresholds. |
| BMB-1618 |
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Added a "Loading" message to the Tenant 12 Month Page Count Widget to indicate that it is working, but not yet loaded. |
| BMB-1622 |
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Added a '[Workflow Name]' Items widget to the Home Page. |
| BMB-1626 |
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Added the ability to configure which roles can submit documents to a workflow. |
| BMB-1640 |
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Added the ability to submit to a workflow from MyFiles. |
| BMB-1686 |
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UI modifications for better visibility and useability. |
| BMB-1700 |
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Added Mobile Capture. |
| BMB-1708 |
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Updated the FileBound/CSV mapping UI for lookup data fields. |
| BMB-657 |
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Added the ability to select a FileBound workflow route for documents to be sent down when configuring the FileBound workflow stencil. |
| BMB-799 |
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Added an option to the Toolbar to generate barcode routing sheets that route to workflows. |
| BMB-806 |
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Added a Fax export stencil to send documents to an InterFAX account. |
| BMB-854 |
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Added the ability to download documents from Work Items. |
| BMB-1225 |
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Added the ability to generate a barcode routing sheet that routes documents to MyFiles. |
| BMB-1271 |
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Added a Toggle connection labels option to the workflow designer which allows labels on workflow connection lines to be turned off. |
| BMB-1290 |
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Added a Home Page to the Navigation Menu. The Home page contains customizable widgets. |
| BMB-1323 |
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Added the ability to use rubber band selecting to add multiple lines to line items. |
| BMB-1366 |
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Added a Remove All option to User Action workflow stencil tabs. |
| BMB-1373 |
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Added the ability to sort each step in the Document Tree Grid View. |
| BMB-1539 |
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Added InterFAX and FileBound integrations. |
| BMB-1599 |
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Added Send Fax under an Add Content Navigation Menu item to allow faxes to be sent directly from Intelligent Capture. |
| BMB-1604 |
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Added MyFiles. |